Parallel Advisors, LLC First Tr Morningstar Dividend Transaction History

Parallel Advisors, LLC

$4.87 Billion
Q2 2025

A detailed history of Parallel Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Parallel Advisors, LLC holds 68 shares of FDL stock, worth $2,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,907

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$38.19 - $43.19 $2,596 - $2,936	68 New	68 $2,000
Q3 2019 Nov 01, 2019	SELL	$29.15 - $31.57 $3,643 - $3,946	-125 Closed	0 $0
Q1 2019 May 01, 2019	SELL	$27.03 - $30.26 $3,378 - $3,782	-125 Reduced 50.0%	125 $4,000
Q3 2018 Nov 01, 2018	BUY	$28.49 - $30.14 $7,122 - $7,535	250 New	250 $7,000

Others Institutions Holding FDL

# of Institutions

487

Shares Held

83.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$507 Million
0.18% of portfolio
Morgan Stanley New York, NY

7.84M
Shares

$335 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.23M
Shares

$181 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.91M
Shares

$167 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.07M
Shares

$131 Million
0.03% of portfolio

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
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